Video | February 08, 2017
Find out which global developments – and stocks – we’re watching in 2017 in this 3 minute video outlook from CFSGAM Global Resources Portfolio Manager, Todd Warren.
Video | February 06, 2017
Peter Meany, Head of Global Listed Infrastructure Securities and Andrew Greenup, Deputy Head of Global Listed Infrastructure provide an update on the fund's performance throughout the fourth quarter, 2016.
Article | 30 January 2017
As is the case each January, in this edition of First Insights, we discuss the key themes and risks for the year ahead. 2017 looks set to be dominated by President Trump and his plans for significant fiscal policy easing in the US.
Article | 13 December 2016
For several decades the world has looked to the US for stability and order. Following the ‘surprise’ election result that had the prevailing politicians and pollsters aghast at hearing the words, ‘President-elect Trump’, gives a sense that the stability we have come to expect from the US can no longer be assured.
Article | 12 December 2016
Over the first half of 2016, market volatility and political uncertainty has driven cautious behaviour from investors
Article | 30 November 2016
In this paper we explore why judging a manager on their underlying skill is a better measure than purely focussing on their past investment returns.